Allen Capital Group, LLC has filed its 13F-HR report, revealing that it manages approximately $1.25 billion in assets as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and highlights its position within the investment management industry.
Allen Capital Group, LLC, incorporated in Delaware, operates as an investment management firm. The company is headquartered in Grand Island, Nebraska, and has been actively filing reports with the SEC, including its recent 13F-HR on October 27, 2026. This filing marks a continuation of its reporting history, with previous submissions dating back to early 2022.
The filing indicates that Allen Capital Group has a total of 323 positions in its portfolio, with a reported value of $1,247,187,824. This diverse array of investments reflects a strategic approach to asset management, allowing the firm to navigate various market conditions effectively.
According to the filing, the firm has made significant investments in various sectors, including technology, healthcare, and consumer goods. Notable holdings include major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., among others. These investments suggest a focus on established firms with strong market positions.
The 13F-HR filing is crucial for understanding the investment landscape, particularly for other firms in the asset management industry. By disclosing its holdings, Allen Capital Group not only informs its clients but also provides competitors with insights into its investment strategies and market outlook.
Looking ahead, the filing does not specify any immediate actions or upcoming events related to Allen Capital Group's investment strategy. However, the firm’s ongoing reporting and portfolio adjustments will likely continue to shape its future positioning in the investment management sector.
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